7,559 Financial Professional jobs in the United States
Financial Professional
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Job Description
The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company. As a Financial Professional with New York Life, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.
You'll help solidify your own future as well because you’ll have the opportunity to own your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Traits of our most successful Associates:
- Passion to help people
- Integrity
- Attitude for success
- Enthusiasm
- Self-discipline
- Resilience
- Goal-Oriented
- Coachable
$75,000 - $105,000 at plan earnings
Responsibilities:- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player, open to continued education and training from other team members
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus
New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.
New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010
Financial Professional
Posted today
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Job Description
Experienced Financial Professional At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100company that is a leader in the financial services industry.New York Life is the largest mutual life insurance company in theUnited States and holds the highest financial strength ratings currently awarded to any life insurer in the United States.We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer. Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs.These products include: life insurance, annuities, long term care insurance, disability insurance and investment productsoffered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, andworkplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements tooffer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice bybecoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser.As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex casedesign and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides astrong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or yourown business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice.Support and development opportunities to grow your practice.New York Life will invest in you and your business from the start, with a product and developmental support team dedicatedto your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platformfor continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity tospecialize and hone market expertise in areas such as Financial Guidance, Retirement Planning, Wealth Advisory, andEstate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industryprofessional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorshipopportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips fortop performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation. The average income of our agentsunder the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2022 was $115,917.In that same year, the average income of the top 50 of those agents was $.59M.Benefits include medical, dental, vision, a 401(k) and pension. About New York Life. As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest ofour clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in businessfor over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since1854, we’ve paid dividends to eligible policyholders.To prepare for the future, we are constantly innovating and looking aheadto find more ways to increase value for our clients. Awards & Accolades. We’re proud of our financial strength
- A+ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer
- Training Magazine’s APEX Award for 2022 We’re proud the be recognized by organizations that also value diversity
- Latino Leaders: 2022 Best Companies for Latinos to Work For
- Human Rights Campaign: 2022 Corporate Equality Index
- Forbes 2022: America’s Best Employers for Diversity
- We’re proud of the help we’ve provided and continue to provide our clients10
- 5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
- $4.5 billion in livi g benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends
- Dividends are not guaranteed.)
- 579 million lifetime annuity income paid (includes all payouts on individual income annuity products)
- Nearly 1.2 trillion life insurance protection in force (includes term, whole, and universal life)11
- New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Financial Professional Agent
Posted today
Job Viewed
Job Description
Job Description
This position is a client-based role that has the support of a Fortune 100 company. As a Financial Professional with New York Life Greater Atlanta, you will guide individuals, families, and businesses alike into the financial future they desire by utilizing our expansive insurance and financial product lines.
You'll help solidify your future as well because you’ll have the opportunity to start your career while being aligned with a company where hard work is valued and rewarded. Successful financial sales are rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Traits of our most successful Associates:
- Passion to help people
- Integrity
- Attitude for success
- Enthusiasm
- Self-discipline
- Resilience
- Goal-Oriented
- Coachable
The ideal candidate would be Bilingual in Spanish/English!
Compensation:$75,000 - $105,000 at plan
Responsibilities:- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Gather and assess each client’s financial information to accurately determine factors, including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Embrace the role of a structured yet coachable team player, open to continued education and training from other team members
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is strongly preferred
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Though not required, a valid FINRA Series 7 and 63/66 license is considered a plus
New York Life Greater Atlanta's mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life Greater Atlanta and our commitment to do the right thing in business and society.
Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that.
New York Life Greater Atlanta is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life 51 Madison Ave, New York, NY 10010
Licensed Financial Professional
Posted today
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Job Description
Position: Licensed Financial Professional
Location: Remote (U.S. Only)
Compensation: Commission-Based + Bonuses | Part-Time or Full-Time
Are you driven, coachable, and passionate about helping others? Gainey Financial Group is expanding, and we’re looking for motivated individuals to join our dynamic team!
About Us:
At Gainey Financial Group, we specialize in providing families and individuals with financial education and customized strategies to help them build and protect wealth. Our mission is to empower people through financial literacy and create meaningful career opportunities for our agents.
What We Offer:
Comprehensive training & mentorship
Flexible schedule – work from anywhere
Proven business model and support system
Opportunity to obtain your Life & Health license (required)
Weekly overview sessions to learn more
Growth-minded, people-first team culture
Ideal Candidates Are:
Self-starters with a strong work ethic
Willing to obtain a U.S. Life & Health Insurance License
Team players who enjoy helping others
Open to training, coaching, and personal development
Looking for a part-time opportunity with full-time potential
Ready to Learn More?
Apply today and someone from our team will reach out to schedule a quick introduction call. We also host weekly virtual info sessions to share more about the role and what it’s like to work with us.
Join a team where your success matters and your impact is real.
Gainey Financial Group – Helping Families. Changing Lives.
Financial Professional Trainee - Benefits + 401K
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Financial Representative Trainee (Sales) - Milwaukee, WI
Location: Wisconsin
Work Type: Full Time Regular
Job No:
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .
Great place to work
Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.
An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Financial Professional Trainee - Benefits + 401K
Posted today
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Financial Representative Trainee (Sales) - Austin, TX
Location: Texas
Work Type: Full Time Regular
Job No:
Categories: Sales, Early Career Programs, Financial Representative Trainee
Application Closes: Open Until Filled
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| Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. |
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| We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! |
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .
Great place to work
Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.
An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.
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Summer 2026 Graduate Data Science Intern - Remote
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